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Scott D. Nelson, CFP(R), MBA

Adjunct Faculty Member

Email: snelso@callutheran.edu
Phone: 805-279-3877
Office: By appointment only
Website: www.roundtreefinancial.com

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Scott D. Nelson is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. His practice specializes in helping business owners, executives, and retirees make the best decisions with regard to the accumulation and preservation of their wealth. Scott is active in several organizations such as the Society of Financial Service Professionals, the Financial Planning Association of Ventura, and the Cal Lutheran University Alumni Association.

Scott is a regular contributor of articles regarding financial planning with fine news and industry publications like The Acorn Newspaper, Game Developer Magazine, and The Constructor. In addition to writing articles, Scott has taught personal finance courses to Conejo Valley high school students through the Junior Achievement non-profit organization. Continuing with his passion for education, Scott is also an adjunct instructor for California Lutheran University’s MBA program, where he teaches finance to graduate students.

Scott has been a resident of the Conejo Valley for over twenty years and currently resides in Thousand Oaks,CA.


CERTIFIED FINANCIAL PLANNER(R) certification program
California Lutheran University

Master of Business Administration degree with an emphasis in Finance
California Lutheran University